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Yum! Brands

874 hedge funds and large institutions have $30B invested in Yum! Brands in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 229 increasing their positions, 349 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 49

80% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $805M

71% more funds holding in top 10

Funds holding in top 10: 2441 (+17)

15% more capital invested

Capital invested by funds: $26B → $30B (+$3.98B)

6% more funds holding

Funds holding: 824874 (+50)

1.27% more ownership

Funds ownership: 106.18%107.45% (+1.3%)

34% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 349

Holders
874
Holders Change
+50
Holders Change %
+6.07%
% of All Funds
23.55%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
1.1%
New
108
Increased
229
Reduced
349
Closed
49
Calls
$1.45B
Puts
$805M
Net Calls
+$646M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
676
Carroll Financial Associates
North Carolina
$262K +$129K +2,039 +102%
CIC
677
Crawford Investment Counsel
Georgia
$258K -$96K -1,516 -28%
MFW
678
Meristem Family Wealth
Minnesota
$258K -$22K -348 -8%
OA
679
Oxbow Advisors
Texas
$255K +$249K +3,931 New
SCA
680
Secor Capital Advisors
New York
$254K +$249K +3,925 New
FWM
681
Frontier Wealth Management
Missouri
$253K -$271K -4,272 -52%
HPC
682
HM Payson & Co
Maine
$252K +$4.5K +71 +2%
NIM
683
Northeast Investment Management
Massachusetts
$248K -$19.4K -306 -7%
RWA
684
Ropes Wealth Advisors
Massachusetts
$245K -$44K -695 -16%
EWMCB
685
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$245K +$240K +3,788 New
NPC
686
National Planning Corporation
California
$244K +$2.28K +36 +0.9%
CCFCSB
687
Cape Cod Five Cents Savings Bank
Massachusetts
$242K -$8.81K -139 -4%
BMC
688
Benin Management Corp
Connecticut
$241K
Fisher Asset Management
689
Fisher Asset Management
Washington
$241K +$236K +3,726 New
SPC
690
Sigma Planning Corp
Michigan
$240K -$8.55K -135 -4%
GIA
691
GHP Investment Advisors
Colorado
$239K +$1.08K +17 +0.4%
LCS
692
Levin Capital Strategies
New York
$239K +$234K +3,693 New
AIA
693
Avalon Investment & Advisory
Texas
$237K
JCM
694
Janney Capital Management
Pennsylvania
$236K
FMLI
695
Fukoku Mutual Life Insurance
Japan
$234K
SA
696
SRH Advisors
Kansas
$233K
HVIA
697
Hudson Valley Investment Advisors
New York
$232K
EIA
698
Edgemoor Investment Advisors
Maryland
$231K -$15K -236 -6%
Squarepoint
699
Squarepoint
New York
$229K +$224K +3,543 New
TAM
700
Trillium Asset Management
Massachusetts
$228K +$223K +3,519 New

YUM Hedge Fund Activity: Q2 2015 in Review

874 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2015, worth a combined $30B — up 15% from $26B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new YUM positions and 49 closed out — a net gain of 59 holders — while 229 added to existing stakes and 349 trimmed.

The largest buyer was Corvex Management, adding an estimated $1.27B. The largest seller was UBS Group, cutting an estimated $660M.

  • 874 institutional investors held Yum! Brands (YUM) as of Q2 2015, up from 824 in Q1 2015.
  • Funds reported $30B of Yum! Brands stock for Q2 2015, up 15% quarter-over-quarter.
  • 108 funds opened new Yum! Brands positions in Q2 2015 and 49 closed out, a net change of +59 holders.
  • The largest Yum! Brands buyer in Q2 2015 was Corvex Management, an estimated $1.27B added.
  • The largest Yum! Brands seller in Q2 2015 was UBS Group, an estimated $660M sold.

Based on aggregated 13F filings for Q2 2015.